+96.4%
QQQM vs RVTY
-33.1%
+129.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.8% | -1.9% | 0.0% |
| 7D | -0.6% | -4.5% | +4.0% | +0.8% |
| 30D | -1.2% | +5.5% | -6.7% | -2.9% |
| 3M | -0.1% | +22.5% | -22.6% | -6.7% |
| 6M | +18.0% | +38.9% | -20.9% | +5.1% |
| YTD | +16.7% | +28.7% | -12.1% | +5.9% |
| 1Y | +23.0% | +45.5% | -22.4% | +6.6% |
| 3Y | +93.3% | +16.4% | +77.0% | +74.3% |
| All | +96.4% | -33.1% | +129.5% | +120.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded RVTY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling